SYZ ETF Analysis: Dividends, Returns NASDAQ:SYZ

Key stats

SYZ aims to deliver outsized returns by investing in 200 to 500 small-cap US stocks. Investments may also include ADRs, GDRs, and EDRs, as well as larger US companies and international firms, capped at 20%. Stock selection is based on a proprietary automated fundamental analyst framework. The strategy converts qualitative fundamental insights into quantitative formulas to identify recurring market inefficiencies where changes in companies fundamentals or valuations are mispriced. This approach is validated using historical data and executed daily through an automated system. The fund uses tax-efficient strategies by avoiding investments with unfavorable tax traits and optimizing trade timing to maximize after-tax returns. Prior to September 15, 2025, SYZ was a mutual fund called the Lazard US Systematic Small Cap Equity Portfolio before converting to an ETF structure, starting with $52.8 million in assets.

Classification

Returns

	1 month	3 months	Year to date	1 year	3 years	5 years
Price performance	—	—	—	—	—	—
NAV total return	—	—	—	—	—	—

Dividends

Dividend payout history

Assets under management (AUM)

Fund Flows

SYZ fund flows account for ‪1.29 M‬ USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.

No, SYZ doesn't pay dividends to its holders.

SYZ shares are issued by Lazard, Inc. under the brand Lazard. The ETF was launched on Sep 12, 2025, and its management style is Active.

SYZ expense ratio is 0.74% meaning you'd have to pay 0.74% of your investment to help manage the fund.

SYZ follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.

SYZ trades at a premium (0.23%) meaning the ETF is trading at a higher price than the calculated NAV.

Lazard US Systematic Small Cap Equity ETF